TSM Taiwan Semiconductor Manufacturing
Company Analysis
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🟢 TSMC is trading 3.33% up today after AMD cites higher TSMC costs
TSMC is trading at $429.87 (+3.33%) after AMD announced approximately 10% fourth-quarter 2026 price increases for GPUs and chipsets, citing rising TSMC...
TSMC Posts Record August Revenue, Driven by Surging AI Chip Demand
TSMC reported record net revenue of NT$514.8 billion ($16.35 billion) for August 2026. Revenue grew 53.3% year-over-year and 10.1% from the previous...
🟢 TSMC is trading 3.03% up today as stronger AI infrastructure demand lifts semiconductors
TSMC is trading at $441.93, up +3.03%, benefiting from a broad semiconductor rally tied to stronger AI infrastructure demand. - Qualcomm’s announced...
TSMC 3nm to lead revenue by late 2026, fueled by AI demand
TSMC projects its 3-nanometer process will surpass the 5nm node as its primary revenue source in the second half of 2026. Surging demand for AI and...
TSMC builds 20 new factories, still trails explosive AI chip demand
TSMC Senior Vice President Cliff Hou announced at Semicon Taiwan that the company cannot keep pace with surging AI chip demand. The manufacturer is currently...
Stifel Initiates Coverage on TSMC with 'Buy' Rating, Citing AI Demand
Stifel initiated coverage on Taiwan Semiconductor Manufacturing Company (TSM) with a "Buy" rating. The firm set a $515 price target for TSM. Stifel's analysis...
TSMC to build Kaohsiung packaging hub, meeting surging AI demand
Taiwan Semiconductor Manufacturing Co. (TSMC) is partnering with Taiwan’s Ministry of Economic Affairs and the Kaohsiung City Government to establish an...
First Eagle Nearly Doubles Stake in Taiwan Semiconductor (TSM)
First Eagle Investment Management significantly increased its position in Taiwan Semiconductor (TSM), buying approximately 3.59 million shares during the...
TSMC targets $85 billion budget, fueled by surging AI chip demand
Bank of America reiterated its Buy rating for Taiwan Semiconductor Manufacturing Co. (TSMC). Analysts project the company’s 2027 capital expenditures will...
Dan Sundheim's D1 Capital Exits Taiwan Semiconductor (TSM)
In a notable move, Dan Sundheim's D1 Capital completely sold off its stake in Taiwan Semiconductor Manufacturing, a position previously valued at over $111...
TSMC Dominates Foundry Market with 73% Share, Driven by AI Demand
The global pure-play semiconductor foundry market grew 29% year-over-year in the second quarter of 2026. Counterpoint Research attributes this expansion to a...
TSMC accelerates 1.4nm A14 production, targeting major AI efficiency gains
Taiwan Semiconductor Manufacturing Company (TSMC) is advancing its next-generation A14 process technology for future artificial intelligence applications. This...
TSMC Gains Positive Outlook, Driven by 40% Revenue Growth Forecast
Moody's Ratings upgraded Taiwan Semiconductor Manufacturing Company's (TSMC) outlook to positive from stable on August 28, 2026. The agency affirmed TSMC's Aa3...
Wedgewood Partners Trims Taiwan Semiconductor (TSM) Stake in Q2
In a recent 13F filing, David Rolfe's Wedgewood Partners reported a reduction in its stake in Taiwan Semiconductor Manufacturing (TSM) during the second...
Tiger Global Trims TSMC Stake, But Position Becomes Its Largest Holding
In a quarterly filing that reflects trades made by June 30, 2026, Chase Coleman's Tiger Global reported a 12.3% reduction in its Taiwan Semiconductor (TSM)...
Viking Global's Halvorsen Reduces TSMC Stake Amidst AI-Driven Stock Rally
In a quarterly disclosure filed on August 14, 2026, Andreas Halvorsen's Viking Global Investors revealed it had reduced its position in Taiwan Semiconductor...
Dodge & Cox Significantly Increases Stake in Taiwan Semiconductor (TSM)
In a recent 13F filing with the SEC, investment manager Dodge & Cox revealed a substantial increase in its holdings of Taiwan Semiconductor Manufacturing Co.,...
🔴 TSMC is trading 3.2% down today as chip stocks slide ahead of Nvidia earnings
TSMC is trading 3.2% down at $405.45 as semiconductor investors reduce exposure ahead of Nvidia’s August 26 earnings report. - The decline appears...
Nvidia secures TSMC capacity, CEO makes third Taiwan visit this year
Nvidia CEO Jensen Huang arrived in Taiwan on August 23. This trip marks his third visit to the country this year and occurs days before Nvidia’s earnings...
Stephen Mandel's Lone Pine drastically cuts stake in Taiwan Semiconductor (TSM)
In a notable move, Stephen Mandel's Lone Pine Capital significantly reduced its position in Taiwan Semiconductor Manufacturing (TSM), selling over 92% of its...